Position in WF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$593,605
+$92,773 QoQ
Shares Held
8,913
+4.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $249,285,849 across 161 Banks - Regional names. WF ranks #70 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
190,753 | $39,693,791 | |
| 2 | USB |
US Bancorp \De\
|
310,292 | $16,138,286 | |
| 3 | TFC |
Truist Financial Corp
|
228,456 | $10,502,122 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
153,472 | $9,203,715 | |
| 5 | STEL |
Stellar Bancorp, Inc.
|
206,532 | $7,561,136 | |
| 6 | RF |
Regions Financial Corp
|
268,158 | $7,004,286 | |
| 7 | TCBK |
Trico Bancshares /
|
146,506 | $6,964,895 | |
| 8 | MBWM |
Mercantile Bank Corp
|
129,257 | $6,527,478 |
All Filings in WF
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $593,605 | 8,913 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $500,832 | 8,519 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $490,638 | 8,738 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $426,832 | 8,583 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $273,015 | 8,179 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $296,218 | 9,479 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $328,644 | 9,198 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $251,481 | 7,849 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $278,346 | 8,583 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $297,062 | 9,830 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $264,877 | 9,660 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $271,521 | 10,075 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $256,984 | 9,775 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $299,306 | 10,872 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $274,111 | 12,281 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $214,436 | 5,694 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||